You can import your own list of accounts for an MYOB Essentials Cashbook business. You may want to do this if you selected a blank accounts template when adding a new business.
Format of the import file
The file needs to be in the csv (Comma-Separated Values) format—in this format, each piece of data is followed by a comma. The file should also conform to the following rules:
The header row is compulsory and must contain the following column headers:
Code,Description,Account Group,GST Type,Opening Balance,Opening Balance Date
- In each row, you must enter data for all the six columns described below.
However, for the optional columns (Opening Balance and Opening balance date), you can enter a space (that is, a blank value).
Code | Description | Account Group | GST Type | Opening Balance | Opening Balance Date |
|---|---|---|---|---|---|
Mandatory Must be unique Alpha-Numeric Max length: | Mandatory Must be unique Alpha-Numeric Max length: | Mandatory Must be one of the following:
| Mandatory Must be one of the following: (Australian users)
(New Zealand users)
| Optional Enter all figures as positive unless actually negative. Account group will determine the normal balance state of the account Numeric only (no $ symbols allowed) Max value:
| Optional Date format: |
To import an account list
- Open the cashbook for the relevant business.
- Go to Settings> Account list.
- Click the Import icon on the right.
In the upload window that appears, browse and select the *.csv file and click Open.
The accounts in the file will be imported. An error message will appear if there are any problems in the import. If specific lines in the import file have problems, these will be detailed.Note: MYOB Essentials Cashbook uses the term item number to refer to individual rows of data. So item 1 refers to line 2 of the file, since it is the first row of data after the header.
Troubleshooting the import
If you have problems importing the file:
- Check that the Account Code and Descriptions are unique (if they already exist in the file, the import will be rejected).
- Check that the Header in the file are complete.
- Check that the Account Groups (Income, Expense, etc.) are correct.
- Check that the GST Type is entered correctly.